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Local, Personalized & Trusted for

30 Years

 

It's with immense pride and gratitude that we announce Caldwell Trust's 30th
anniversary! Join us as we kick off the celebration by looking back on some of the
moments that shaped our team and legacy.

For three decades, we've had the privilege of serving our community with unwavering dedication and a commitment to excellence. Our journey has been marked by trust, integrity, and the wonderful relationships we've built with our clients and community.

Here's to 30 years of Caldwell Trust, and to the many more years of financial success and community service to come.



Who we are

Caldwell Trust Company exists to provide personal, traditional and independent trust services. Our team offers a full range of integrated services, tailored to your individual priorities, to help you enhance and protect your legacy for generations to come. 

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The Caldwell Timeline

With immense pride and gratitude, we are thrilled to announce the 30th anniversary of Caldwell Trust! Join us as we commence the celebration by reflecting on pivotal moments that have sculpted our culture, and our legacy.



Over the past three decades, we have had the honor of serving our community with steadfast dedication and a steadfast commitment to excellence. Our journey has been characterized by trust, integrity, and the meaningful relationships we have cultivated with our clients and community.



Cheers to 30 years of Caldwell Trust Company and to the numerous upcoming years of financial success and continued community service!

 

 

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1993
Grand Opening of Original Office

1994
Founding Board Members

2007
Roland Caldwell Retires, R.G. "Kelly" Caldwell Accepts Role as President & CEO

2014
Awarded Venice Chamber of Commerce Large Business of The Year

2020
Achieves $1 Billion in Assets Under Management

2022
Grand Opening of Downtown Sarasota Office

2023
Caldwell Trust Company Celebrates Its 30th Anniversary